Excalibur Management

Finance · Massachusetts, United States · 1-10 Employees

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Overview

Headquarters

2223 Washington St Ste 202, Newton, Mass...

Phone Number

(617) 916-9669

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Dec
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May
ZI Rank
1
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1
1
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2

About Excalibur Management

Excalibur Management is a financial advisory firm dedicated to protecting clients' financial security while fostering wealth growth through tailored investment strategies. They offer a range of services including investment management, family advisory, wealth planning, and private business advisory, focusing on the unique needs of high net worth individuals and families. The firm prides itself on its integrity, attention to detail, and the ability to provide deeply researched, comprehensive advice. With a commitment to long-term relationships, Excalibur Management has served many clients across multiple generations.Explore more
Excalibur Management's Social MediaPopular SearchesExcalibur Management CorpExcalibur Management LLCEXPERIENCE| Excalibur ManagementExcalibur ManagementExcalibur Investment CorpSIC Code 62,628NAICS Code 52,523Show more

Excalibur Management Org Chart

PhoneEmail
MO
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Managing Director

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WW
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Senior Vice President

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NW
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Vice President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Excalibur Management

<$5M
1-10
Private
-
2000
MO
Marc OhlerManaging Director
$7.6M
11-50
Private
-
1962
JB
James BoneTeam Member
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
11-50
Private
-
2012
ML
Marco LecceseWealth Strategist
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Excalibur Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Excalibur Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Excalibur Management.

Excalibur Management Tech Stack

A closer look at the technologies used by Excalibur Management

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Frequently Asked Questions Regarding Excalibur Management

What is Excalibur Management's official website?
Excalibur Management's official website is www.excalmgmt.com
What is Excalibur Management's Revenue?
Excalibur Management's revenue is <$5 Million
What is Excalibur Management's SIC code?
Excalibur Management's SIC: 62,628
What is Excalibur Management's NAICS code?
Excalibur Management's NAICS: 52,523
How many employees does Excalibur Management have?
Excalibur Management has 1-10 employees
What industry does Excalibur Management belong to?
Excalibur Management is in the industry of: Finance, Securities Trading
What is Excalibur Management competition?
Excalibur Management top competitors include: Pillar Wealth Management, Ratcliff Financial Services, Michael Martella, Stockade Wealth Management
What technology does Excalibur Management use?
Some of the popular technologies that Excalibur Management uses are: Cloudflare Website Optimization, Smarsh, Microsoft 365, Cloudflare Security
How do I contact Excalibur Management?
Excalibur Management contact info: Phone number: (617) 916-9669 Website: www.excalmgmt.com
What does Excalibur Management do?

Excalibur Management is a financial advisory firm dedicated to protecting clients' financial security while fostering wealth growth through tailored investment strategies. They offer a range of services including investment management, family advisory, wealth planning, and private business advisory, focusing on the unique needs of high net worth in... dividuals and families. The firm prides itself on its integrity, attention to detail, and the ability to provide deeply researched, comprehensive advice. With a commitment to long-term relationships, Excalibur Management has served many clients across multiple generations.Read More

What are Excalibur Management social media links?
Excalibur Management Linkedin page
Is Excalibur Management a public company?
Excalibur Management is private company therefore does not currently have an official ticker symbol
See more information about Excalibur Management

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